Company Description
Elevate Financial Partners is a wealth management & financial planning firm based in Newport Beach, CA. Our firm offers custom portfolio construction, complex life insurance plans, insurance planning, estate planning, and holistic financial planning with proven strategies. We also provide pre and post tax mitigation, virtual CFO services, and have in-house CPAs, tax attorneys, and estate planning attorneys.
Role Description
This is a full-time hybrid role for an Insurance Agent at Elevate Financial Partners in Newport Beach, CA. The Insurance Agent will be responsible for insurance sales, brokerage, finance, and providing exceptional customer service on a day-to-day basis.
Qualities that we are looking for
- Sales experience preferred
- Professional business demeanor
- Strong communication and interpersonal skills
- Ability to leverage personal networks / contacts
- Entreprenurial mindset
What is expected of our Agents
- Ability to understand and educate clients based on their concerns and needs
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
- Develop and maintain long-term bonds with client, resulting in trust and continuity of client relationships over time
How we will compensate you
You have the power to determine your own incoe with our commission-based compensation. Individual agent performance will determine your income.